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Voya Financial

408 hedge funds and large institutions have $8.77B invested in Voya Financial in 2019 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 26

69% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.79M

13% more capital invested

Capital invested by funds: $7.8B → $8.77B (+$976M)

10% more funds holding

Funds holding: 370408 (+38)

4.66% more ownership

Funds ownership: 102.21%106.86% (+4.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

23% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 155

Holders
408
Holders Change
+38
Holders Change %
+10.27%
% of All Funds
8.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
72
Increased
119
Reduced
155
Closed
26
Calls
$11.5M
Puts
$6.79M
Net Calls
+$4.71M
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$74.2M +$2.01M +35,637 +3%
Millennium Management
27
Millennium Management
New York
$74M -$676K -11,988 -1%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$72.8M +$12.5M +221,307 +23%
Northern Trust
29
Northern Trust
Illinois
$71M -$1.86M -32,928 -3%
AIM
30
Artemis Investment Management
United Kingdom
$70.4M +$5.16M +91,509 +9%
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$70M -$2.5M -44,307 -4%
Legal & General Group
32
Legal & General Group
United Kingdom
$60.6M +$507K +8,978 +0.9%
GC
33
Gillson Capital
Illinois
$58.6M -$5.67M -100,455 -9%
Deutsche Bank
34
Deutsche Bank
Germany
$55M +$2.23M +39,441 +5%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$54.9M -$1.74M -30,851 -3%
BCM
36
Bridgeway Capital Management
Texas
$51.9M -$7.68M -136,100 -14%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$51.9M +$48M +851,121 New
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$48.1M -$13.8M -245,000 -24%
Charles Schwab
39
Charles Schwab
California
$46.3M -$750K -13,284 -2%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$40.3M -$10.5M -185,388 -22%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$39.7M -$16.5M -291,990 -31%
Morgan Stanley
42
Morgan Stanley
New York
$39.6M +$5.07M +89,809 +16%
Victory Capital Management
43
Victory Capital Management
Texas
$37.8M +$1.07M +19,029 +3%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$36.9M -$9.54M -169,000 -22%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$35.6M -$685K -12,131 -2%
AQR Capital Management
46
AQR Capital Management
Connecticut
$35.3M +$13.9M +247,170 +74%
SI
47
Scout Investments
Missouri
$30.8M -$5.91M -104,819 -17%
BCPEMI
48
Bain Capital Public Equity Management II
Massachusetts
$29.7M -$16.1M -284,552 -37%
EOJOAM
49
E. Ohman J:or Asset Management
Sweden
$29.7M
WCM
50
Wedge Capital Management
North Carolina
$29.6M +$27.4M +486,167 New

VOYA Hedge Fund Activity: Q4 2019 in Review

408 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q4 2019, worth a combined $8.77B — up 13% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VOYA positions and 26 closed out — a net gain of 46 holders — while 119 added to existing stakes and 155 trimmed.

The largest buyer was Ameriprise, adding an estimated $59.3M. The largest seller was Citadel Advisors, cutting an estimated $78.4M.

  • 408 institutional investors held Voya Financial (VOYA) as of Q4 2019, up from 370 in Q3 2019.
  • Funds reported $8.77B of Voya Financial stock for Q4 2019, up 13% quarter-over-quarter.
  • 72 funds opened new Voya Financial positions in Q4 2019 and 26 closed out, a net change of +46 holders.
  • The largest Voya Financial buyer in Q4 2019 was Ameriprise, an estimated $59.3M added.
  • The largest Voya Financial seller in Q4 2019 was Citadel Advisors, an estimated $78.4M sold.

Based on aggregated 13F filings for Q4 2019.